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Read more about the article Business Models and Broker/Dealers: Sometimes the Grass is Greener and Sometimes it is Most Definitely Not
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Business Models and Broker/Dealers: Sometimes the Grass is Greener and Sometimes it is Most Definitely Not

  • Post published:June 20, 2024

Do you know your business model?  Seriously, I am not talking about your comp/payout here. How do you drive EBITDA and enterprise value in your business (if it's not written…

Continue ReadingBusiness Models and Broker/Dealers: Sometimes the Grass is Greener and Sometimes it is Most Definitely Not
Read more about the article The Ascending Power of Referrals for Financial Advisors in an AI World
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The Ascending Power of Referrals for Financial Advisors in an AI World

  • Post published:June 18, 2024

From Seth Godin’s “Spam 3.0” blog: The rise of AI has many implications to all of us.  For those, like myself and I hope you, that love doing business directly…

Continue ReadingThe Ascending Power of Referrals for Financial Advisors in an AI World
Read more about the article 5 Reasons You Always Need A Beginners Mindset With Referrals

5 Reasons You Always Need A Beginners Mindset With Referrals

  • Post published:June 11, 2024

As many long time readers/followers will already know, I am slightly obsessed and passionate about #flyfishing and #referrals. While these two areas of my life don’t always overlap, today’s blog…

Continue Reading5 Reasons You Always Need A Beginners Mindset With Referrals
Read more about the article What Would You Do If?! Health Scare and the Power of Relationships
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What Would You Do If?! Health Scare and the Power of Relationships

  • Post published:May 30, 2024

If you follow me regularly on LinkedIn, you might have noticed a post I did a week ago about a health scare I had.  In short, after a hard week…

Continue ReadingWhat Would You Do If?! Health Scare and the Power of Relationships
Read more about the article The Road Less Traveled: Next Level Secrets for Powerful COI Relationships
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The Road Less Traveled: Next Level Secrets for Powerful COI Relationships

  • Post published:May 28, 2024

Robert Frost has a famous poem called ‘The Road Not Taken’ in which he describes a fork in a road in the woods and how one side is clearly more…

Continue ReadingThe Road Less Traveled: Next Level Secrets for Powerful COI Relationships
Read more about the article Are you worth meeting?

Are you worth meeting?

  • Post published:May 23, 2024

Are you worth meeting? An even better question:  Are you worth my introducing you? Those two questions, believe it or not, are the primary reasons why you are, or, are…

Continue ReadingAre you worth meeting?
Read more about the article How to Grow Your Financial Services Business:  Picking From Too Many Good Options

How to Grow Your Financial Services Business: Picking From Too Many Good Options

  • Post published:May 14, 2024

“Everything works…some of the time.” Domenick Swentosky, author of Troutbitten.com and Fly Fishing Guide in State College, PA Dom is a friend and massive mentor to me in the #flyfishing…

Continue ReadingHow to Grow Your Financial Services Business: Picking From Too Many Good Options
Read more about the article Bad Referrals…Almost an Oxymoron
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Bad Referrals…Almost an Oxymoron

  • Post published:May 9, 2024

Oxymoron:  An oxymoron is a figure of speech that combines two contradictory or opposite terms. It is a phrase that contains words that seem to negate or contradict each other,…

Continue ReadingBad Referrals…Almost an Oxymoron
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